+156.2%
ACM vs SUI
+115.7%
+40.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.7% |
| 7D | +5.4% | +6.2% | -0.8% | +2.7% |
| 30D | +15.1% | +8.6% | +6.5% | +10.8% |
| 3M | -10.5% | +1.0% | -11.5% | -11.0% |
| 6M | -19.7% | -2.6% | -17.1% | -19.2% |
| YTD | -28.8% | -0.1% | -28.7% | -29.5% |
| 1Y | -47.9% | +0.5% | -48.3% | -48.5% |
| 3Y | -12.4% | +15.3% | -27.6% | -21.0% |
| 5Y | +0.6% | -26.1% | +26.7% | +11.0% |
| All | +156.2% | +115.7% | +40.5% | +140.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling